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deQuality returns alpha
Willem Vinke draws comparisons between the European and Global strategies and their respective benchmarks, identifying sources of alpha.
Monthly Fund Commentary
A tapering without taper tantrum
Eric Vanraes reviews macroeconomic events and their impact on US Treasuries.
Monthly Fund Commentary
Preparing for Japan’s re-opening
Mitsuhiro Yuasa reflects on Q1 earnings and looks towards the Olympics and General Elections.
Monthly Fund Commentary
Seeking ways to exploit the market volatility
Bertrand Faure discusses the shaken movements in European markets, and how these will present many opportunities for Investors.
Monthly Fund Commentary
Eric Sturdza Investments – SFDR Article 8 compliant, our ESG journey continues…
We are pleased to advise that all sub-funds of E.I. Sturdza Funds plc are now classified as Article 8 funds.
News
Monitoring vaccination developments is essential
Yutaka Uda describes the current situation in Japan and the key events that will aid economic recovery.
Monthly Fund Commentary
Strong earnings confirm global recovery
Eric Sturdza reflects on the implications of a strong earnings season and more signs of a global recovery.
Monthly Fund Commentary
Consumption up, inflation stable
Lilian Co explores the recovery in China, amidst the anti-competition investigations of internet companies.
Monthly Fund Commentary
Generating alpha through the recovery
Willem Vinke describes expectations of an imminent and strong economic recovery.
Monthly Fund Commentary
Vaccinations are key to unlocking Japan
Mitsuhiro Yuasa describes the developing situation in Japan and PM Suga's plans.
Monthly Fund Commentary
Long-term investing amid an economic recovery and sector rotations
The team from the Sturdza Family Fund provide an update regarding equity and fixed income market developments in 2021 and their market outlook.
Webinar
Inflation fears are declining
Eric Vanraes discusses the reduction in inflation fears and continuing dovish policy in Europe.